CRA Financial Services
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CRA Financial Services’s NextEra Energy NEE Stock Holding History

CRA Financial Services’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.14M Sell
28,279
-55
-0.2% -$4.65K 0.24% 80
2026
Q2 		$2.49M Buy
28,334
+123
+0.4% +$11.1K 0.29% 71
2026
Q1 		$2.62M Sell
28,211
-1,102
-4% -$98K 0.34% 66
2025
Q4 		$2.35M Sell
29,313
-266
-0.9% -$22K 0.31% 70
2025
Q3 		$2.23M Sell
29,579
-177
-0.6% -$12.9K 0.31% 66
2025
Q2 		$2.07M Sell
29,756
-404
-1% -$28.1K 0.32% 66
2025
Q1 		$2.14M Buy
30,160
+799
+3% +$56.4K 0.37% 56
2024
Q4 		$2.1M Sell
29,361
-1,579
-5% -$123K 0.36% 52
2024
Q3 		$2.62M Sell
30,940
-250
-0.8% -$19.5K 0.48% 42
2024
Q2 		$2.21M Sell
31,190
-430
-1% -$30.5K 0.45% 41
2024
Q1 		$2.02M Buy
31,620
+148
+0.5% +$8.67K 0.44% 44
2023
Q4 		$1.91M Buy
31,472
+329
+1% +$18.8K 0.47% 41
2023
Q3 		$1.78M Buy
31,143
+223
+0.7% +$15.4K 0.49% 40
2023
Q2 		$2.29M Buy
30,920
+4,409
+17% +$334K 0.62% 35
2023
Q1 		$2.04M Buy
26,511
+83
+0.3% +$6.38K 0.61% 34
2022
Q4 		$2.21M Buy
26,428
+163
+0.6% +$13.2K 0.72% 30
2022
Q3 		$2.06M Buy
26,265
+85
+0.3% +$7.21K 0.74% 27
2022
Q2 		$2.03M Sell
26,180
-230
-0.9% -$17.5K 0.7% 29
2022
Q1 		$2.24M Buy
26,410
+127
+0.5% +$10.2K 0.67% 28
2021
Q4 		$2.45M Buy
26,283
+2,072
+9% +$179K 0.73% 25
2021
Q3 		$1.9M Buy
24,211
+13
+0.1% +$1.05K 0.64% 27
2021
Q2 		$1.77M Buy
24,198
+15
+0.1% +$1.13K 0.62% 30
2021
Q1 		$1.83M Sell
24,183
-52
-0.2% -$4.06K 0.71% 29
2020
Q4 		$1.87M Sell
24,235
-221
-0.9% -$16.5K 0.79% 27
2020
Q3 		$1.7M Buy
24,456
+12
+0% +$828 0.81% 25
2020
Q2 		$1.47M Buy
24,444
+16
+0.1% +$958 0.78% 30
2020
Q1 		$1.47M Buy
24,428
+12
+0% +$754 0.94% 26
2019
Q4 		$1.48M Buy
24,416
+12
+0% +$701 0.81% 33
2019
Q3 		$1.42M Sell
24,404
-1,120
-4% -$60.6K 0.86% 32
2019
Q2 		$1.31M Buy
25,524
+1,616
+7% +$79.5K 0.79% 36
2019
Q1 		$1.16M Buy
23,908
+2,556
+12% +$117K 0.75% 38
2018
Q4 		$928K Buy
+21,352
New +$934K 0.67% 41

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

CRA Financial Services's NEE Position: Q3 2026 in Review

CRA Financial Services reduced its NextEra Energy (NEE) stake by 0.19% in Q3 2026, selling an estimated $4.65K and leaving 28,279 shares worth $2.14M. The position accounts for 0.24% of the portfolio, ranked #80.

CRA Financial Services first reported a position in NEE in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.62M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • CRA Financial Services held 28,279 shares of NextEra Energy worth $2.14M as of Q3 2026.
  • CRA Financial Services sold 55 NextEra Energy shares in Q3 2026, an estimated $4.65K.
  • NextEra Energy made up 0.24% of CRA Financial Services's portfolio in Q3 2026, its #80 holding.
  • CRA Financial Services first reported a position in NextEra Energy in Q4 2018 and has held it in 32 quarters since.
  • CRA Financial Services's NextEra Energy position peaked at $2.62M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.